+65.6%
VSH vs ITUB
+185.6%
-120.0%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.7% | -3.7% | -1.8% |
| 7D | +3.1% | +1.0% | +2.1% | +2.7% |
| 30D | -5.7% | +10.7% | -16.4% | -8.7% |
| 3M | -42.5% | +10.1% | -52.5% | -44.2% |
| 6M | +82.7% | -0.1% | +82.8% | +81.9% |
| YTD | +118.2% | +18.4% | +99.8% | +107.6% |
| 1Y | +109.7% | +31.3% | +78.4% | +93.7% |
| 3Y | +35.3% | +124.6% | -89.3% | +8.5% |
| 5Y | +65.6% | +192.0% | -126.4% | +21.7% |
| All | +65.6% | +185.6% | -120.0% | +21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ITUB.
Daily Out/Under-Performance
Portfolio return minus ITUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITUB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded ITUB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling